Business Software for Redtail CRM

Shift is your power browser. The only browser to merge all your applications into one beautiful window. Connect all of your email accounts and manage all your apps from one powerful window. Streamline everything you do online when you install Shift and access thousands of apps without leaving your browser. Tired of juggling apps, hundreds of tabs, and multiple accounts? Most browsers make that feel messy, Shift makes it simple.

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

Intulse is a business VoIP provider, offers hosted/cloud VoIP UCaaS services to businesses. We offer managed VoIP phone systems for businesses in the USA designed for mobility, speed, flexibility, & more. Intulse was established in 2015 to assist businesses who were stuck with old communication systems that did not do enough but cost a lot. The Intulse UCaaS (Unified Communication as a Service) solution is designed to increase productivity through the Intulse App which offers a VoIP softphone, SMS texting, messaging, CRM integration (ex. Salesforce & HubSpot), softphones, time-based routing, virtual receptionists, customized greetings (including AI generated), unlimited extensions, and more. Customers who choose Intulse as their cloud VoIP provider get the power of a feature-rich system that can be customized to best-fit how they do business. Intulse’s communications specialists work closely to help select and implement features to ensure each business gets the most out of their system and service. Intulse offers 24/7, 100% US-based support which is unmatched in the industry, and we answer the phone when you call.

Desktop.com offers a complete solution that saves money and instantly provide you and your team with all key aspects for efficient online collaboration and organization. Stay on top of it all by creating one or several workspaces, connect them and organize tools and content into separated Desktops. Add app integrations, share and manage access or use the global search to instantly search across everything from a single location to find what you need. Working with a team, partners or other guest users? Enable the complete Desktop.com communication suite with chat, voice and video call functionality that seamlessly gets added to your workspace. - powerful search; search across ALL your content, apps, integrations and more! - integrated app store; instant access to all the best web apps - bookmark management and sharing - password manager & password sharing - browser extension with secure vault - import feature - app integrations - SSO - MFA Communication suite: - group chat, 1-on-1 chat, cross-app chat - voice and video call - meeting breakout rooms - schedule meetings And much more. Organize it all, with an online Desktop.

Hosted Business Phone System PBX can make any company sound and function as a Fortune 500 company. All your calls can be answered by an auto-attendant. This allows callers to dial by name, choose extensions, and select departments. You can have your calls transferred to your mobile phone automatically if you're on the move. T-Max is completely geo-redundant. Our servers are hosted in top-notch data centers across the United States. Multiple carriers are used to ensure maximum connectivity to the PSTN. T-Max uses high-quality desk phones made by Yealink and Polycom. There are many models to choose from to best suit your environment. We offer a variety of reception consoles, agents phones, wireless phones, conference room phones, and wireless phones. The best Hosted Business Phone System for the price is available today. 1-888-245-34883 Departments Extensions Digital Receptionist Voice Prompts Voice Mail Fax Service And Much More

Raklet is a membership management software that can help you grow your business. Your audience can be monetized through newsletters, memberships, and other digital tools. Easy import of contacts and creation of custom fields. Automate your messages via different channels. Collect one-off and recurring payments. Automate reminders & invoices. You can be there for your employees wherever they are. Our mobile app for Android and iOS allows you to engage with your members anywhere you are. We can also create a custom mobile app for you. Engage your audience through various channels such as private messages, newsletters, events, and more. Your members will feel more engaged when you create their digital membership cards. Zoom integration is available to track attendees at online events. Raklet's membership management tools allow you to manage your entire organization from one platform.

Link your applications and streamline your processes with ease. Designed for those with busy schedules, Zapier automates the transfer of information between your web applications, allowing you to concentrate on what matters most. With just a few clicks, you can connect your online tools so they can exchange data effortlessly. Information flows between your applications through automated workflows known as Zaps. Accelerate your projects and enhance productivity without the need for programming skills. Explore how Zapier democratizes automation for everyone. Continue using the tools you love while benefiting from the extensive connectivity Zapier offers, as it integrates with more web applications than any other service and continually adds new ones weekly. Our platform works seamlessly with popular applications like Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, and many more! The intuitive editor is designed for self-service automation, enabling you to establish Zaps without needing a developer's assistance. Leverage Zapier’s built-in tools to craft robust workflows without relying on additional services. Over 3 million users trust Zapier to handle their repetitive tasks efficiently. Furthermore, Zapier Agents empower businesses to automate real-world operations by developing custom AI-driven teammates, enhancing both productivity and innovation. In this way, Zapier not only simplifies automation but also expands the horizons of what teams can achieve together.

Creating online forms can be quite challenging, but Wufoo simplifies the process. With our intuitive form designer, you can easily craft contact forms, online surveys, and event invitations to gather the essential data, registrations, and payments you require. Our user-friendly form builder allows for extensive customization and design options tailored to your preferences. You can seamlessly link to our pages, embed forms on your website, or utilize our REST API for integration. As submissions come in, we can notify you via email or text, and you can even establish a real-time report to keep track of responses! Our award-winning form builder provides an exceptional interface, straightforward customization, an array of galleries, templates, and robust reporting features. You can select from over 400 templates, perfectly suited to your needs, and ready for personalization. Additionally, you can create engaging visualizations using your own graphs, charts, and key metrics, while implementing rules to generate dynamic forms that adhere to your specified logic. Within minutes, you can start accepting online payments through a Wufoo-powered form, making the entire process efficient and effective. Experience the ease and versatility that Wufoo brings to online form creation today.

GoTo Connect gives your business a professional boost. GoTo Connect is a cloud-based, feature-rich, business phone system that helps thousands of companies in all industries and sizes to improve their communications and achieve greater success. GoTo Connect Hosted VoIP provides a wide range of features that can replace legacy landline phones such as unlimited voicemail boxes and auto attendants.

Simplii's click-to-call functionality allows you to seamlessly transition from web browsing to making phone calls with just a single click. Once activated, any phone number displayed in your Chrome browser becomes clickable. Additionally, our Fusion extension ensures that any incoming calls to your phone will appear on any open tab in your Chrome browser. The Screen Pops feature enables you to either answer or decline calls, send text responses, and even manage call transfers or holds directly from your screen. Furthermore, you can jot down notes and contact details within the Screen Pop, and this information will be instantly saved to your contacts. When linked with an integrated Simplii CRM, all relevant data, including call history, call recordings, SMS messages, call dispositions, and notes, are recorded in real-time, synchronizing effortlessly with your CRM. Simply connect your CRM account to Fusion, and you'll see the logs being updated automatically, enhancing your workflow and communication efficiency. This integration not only streamlines your calling process but also ensures that all your interactions are meticulously documented for future reference.

Monster VoIP was founded to deliver superior voice quality and maximize uptime to customers anywhere in the United States, including L.A., New York, Washington, D.C., Houston, Dallas, Chicago, and beyond. It also provides unparalleled customer service and satisfaction. To ensure geo-redundancy, we set up data centers in Las Vegas and New York, Dallas, Minnesota, and Chicago. All endpoints were multi-registered at each facility. This is a fancy way to say that you can expect exceptional voice quality and unmatched business phone uptime from multiple locations. We made sure to provide a complete suite for communication tools on one platform. This means that you and your team need only to learn our user interface for all communication needs. We decided to fulfill our customer satisfaction promise by providing personalized setup and ongoing 24/7/365 support for every business VoIP customer who walks through our virtual doors.

The upcoming trend in marketing? A reduction in traditional marketing efforts. By integrating AI-driven software with skilled content experts, we empower you to foster genuine connections within your network. Enhance referrals and encourage repeat business by maintaining regular communication with both clients and potential leads. Save valuable time and resources with proven email templates designed for effectiveness. Keep track of essential details and important dates for each contact, ensuring you never overlook a birthday again! Our platform allows for seamless importing from various sources. You can efficiently add significant facts and dates to remember, while also creating intuitive tags to organize your connections. We'll send you reminders to follow up with prospects, conduct account reviews with existing customers, or initiate renewal outreach based on a timeline you set. Our AI-driven software ensures accountability in your outreach efforts. Goodbye, spam folders! Unlike bulk emails sent through mass distribution services, Levitate ensures your emails go through standard email servers like Outlook and Gmail, arriving as personalized, one-on-one communications directly in recipients' inboxes, making every message feel special and tailored. As a result, you're not only enhancing your marketing strategy but also fostering a more engaged and loyal network.

Use the most accurate calculation engine to build plans and relationships. To grow their practice, join other financial planners and independent advisors who use the most robust wealth management calculation engines. Moneytree offers professional planning solutions, from the big picture to the in-depth. With clear results and quick data entry, planning is easy. Quickly answer clients' "What-Ifs" to show them instant, side-by sides comparisons. Involve clients in the planning process by working together to create plans. With detailed data and analysis, you can meet all of your clients' planning requirements. You can capture details about your clients' lives and make future changes. The planning approach that best suits your client's needs is the one you choose. Moneytree Elite's in depth planning analyzes and captures the financial situation of your clients and shows the impact of important financial decisions on their future.

Enhance your workplace efficiency with Formstack’s productivity platform, which empowers over 27,000 organizations to streamline essential tasks, automate their workflows, and refine processes without the need for coding. It provides everything necessary to expedite digital operations effectively. Formstack combines all of its productivity tools into a single, cohesive solution, allowing users to swiftly design custom forms, populate digital documents with data, and gather eSignatures seamlessly. With its powerful form-building capabilities, you can create impactful workflows in just minutes, making it easy to automate tasks and gather information from anywhere without requiring IT assistance. The document generator eliminates tedious copy-and-paste tasks by converting data into elegantly formatted documents that are easily shareable. Additionally, the intuitive drag-and-drop eSignature tool removes the hassle of physical paperwork, enabling the collection of digital signatures for any forms or documents on various devices. This integrated approach not only optimizes productivity but also enhances collaboration within teams. By utilizing Formstack, organizations can move towards a more efficient and digitally adept workplace environment.

Experience real-time intelligence for your vital discussions with Marsview, a comprehensive platform designed to enhance your communication workflows through user-friendly APIs. Marsview Notes allows you to effortlessly record, transcribe, and generate insights from various forms of communication, including video, voice, and text, at scale. Discover how developers leverage Marsview APIs across diverse sectors such as Conferencing, Customer Care, Remote Learning, Sales Enablement, Gaming, and Telehealth to create an optimal user experience. Whether you're recording voice calls or video meetings via phone or a web app, or integrating with Zoom, you can expect prompt delivery of clear, punctuated transcripts with speaker assignments directly to your inbox. Additionally, you can easily edit or download your transcripts and notes for collaboration and sharing purposes. Marsview functions as an AI-driven meeting assistant, streamlining the scheduling, recording, transcription, and sharing of both voice and video conversations, while also offering a smart Meetingspace™ for users to effectively manage their client interactions. By utilizing Marsview, you can enhance productivity and ensure that every important conversation is captured and utilized to its fullest potential.

RightCapital's platform simplifies complex financial scenarios, offering clarity, accuracy, and adaptability. It allows you to present various situations, conduct stress tests, and more, ensuring that your clients can envision their ideal lifestyles, such as enjoying mornings on the golf course and afternoons at the beach. By clearly demonstrating how an optimal tax-efficient distribution strategy can save them money, you will facilitate their understanding of withdrawal schedules and Roth conversions. Additionally, you can assist in safeguarding your clients against unexpected events like disability or death by assessing their needs in various circumstances and pinpointing strategies for their success. Leverage our specialized student loan module to compare different payment options, helping clients alleviate their student debt burdens or those of their children. With RightCapital, rest assured that you will receive the clarity, flexibility, and support essential for crafting effective financial plans that truly resonate with your clients' aspirations. Ultimately, your proactive guidance will empower your clients to achieve their financial dreams with confidence.

Increase your conversion rates by securing more appointments and boosting your revenue streams. Streamline your closing process to save valuable time for your team, while effectively reducing the sales cycle. Free yourself from tedious manual tasks by automating follow-ups and minimizing no-show rates, all while maintaining compatibility with your current CRM system. Ensure that every meeting is assigned to the appropriate representative, no matter how intricate your organization’s structure may be. AppointmentCore simplifies the tracking of meetings, appointment modifications, and disposition data, seamlessly integrating this information into Salesforce or your preferred CRM. Leverage automation and scheduling tools that work with any web form to transform your most promising inbound leads into sales meetings. Additionally, utilize intelligent routing tools and tailored CRM rules to direct leads to the most suitable representatives and synchronize across various calendars effectively. By adopting these strategies, you can maximize efficiency and enhance overall productivity within your sales team.

Enhance your connections with clients by actively participating and showing genuine interest in every interaction. Zocks effortlessly gathers personal and financial insights from client dialogues, eliminating the necessity for audio recordings, and seamlessly integrates with your CRM to streamline follow-up tasks, communications, and workflows. With Zocks, all essential details from your conversations are captured automatically, whether they occur virtually or face-to-face. The platform analyzes discussions in real time, ensuring that critical information about your client's financial status, investment aspirations, and significant life events is documented. This way, you will always have access to crucial personal and financial data, allowing you to provide tailored support and foster deeper client relationships.

Zoho Directory, a cloud-based platform for identity and access management, is designed to streamline authentication and authorization. It also simplifies user management. Single Sign-On (SSO), which allows employees to access multiple apps with a single set credentials, enhances security and user convenience. Multi-Factor Authentication is supported by the platform, adding an additional layer of protection from unauthorized access. Device authentication provides secure access to applications and devices. Employees can use the same credentials on all platforms. Zoho Directory offers robust provisioning capabilities, which allow IT administrators to create user profiles for various applications from the platform. This reduces the time spent on repetitive work. Directory stores facilitate integration with existing directories such as Microsoft Active Directory or Azure AD.

Hubly empowers financial advisors to harness a seamless and efficient approach to managing client relationships, thereby enhancing the overall household experience of your firm into a streamlined and stress-free operation that can expand effortlessly. This innovative practice management platform, which is available in the cloud, merges CRM capabilities with advanced workflow automation, task distribution based on roles, conditional logic, and integrated reminders to maintain consistency and reduce the likelihood of administrative mistakes. Offering over 100 ready-made workflow templates that cover various processes such as client onboarding, fund transfers, client reviews, meeting preparations, and staff onboarding, Hubly ensures a consistent and scalable client experience. Additionally, it features a centralized hub feed along with client cards that track progress, list upcoming tasks, summarize past interactions, and clarify assigned duties, thus providing complete transparency and accountability within teams. With its intuitive, no-code interface, Hubly simplifies the creation, customization, and sharing of workflows, making it accessible for users of all skill levels. In this way, Hubly not only optimizes operational efficiency but also enhances collaboration and communication among team members.

CallHarbor offers UCaaS systems for small and medium-sized businesses. Our platform gives you statistics about your employees, integrates to your existing applications, allows you to access full functionality even if you are not in the office. We do more than just make outgoing calls. CallHarbor works with companies in many industries and provides industry-leading systems to improve communication workflow. CallHarbor offers top mobile and web apps that allow you to work from anywhere. We have everything you need, from making calls on your desktop to checking your voicemail in an email, to calling your friends from your mobile device. CallHarbor doesn't limit the number of Queues or Auto-Attendants, Parking Lots or Users that your system can have. This allows you to grow small and start big. We are there for you every step of your journey. You don't need to worry about dropped calls because we have reliable geo-redundant servers. We offer 25+ world-class features as part of your original plan and one flat rate.

Only phone designed for sales. The only phone that can warm up cold calls with HD quality and real-time coaching powered By Ai. Because every closer needs some help. Video conferencing, dialer and SMS all in one so that your data is always available and your team doesn't feel overwhelmed. Speech coaching can be used to help reps identify if they are speaking too fast, too slow, using too many filler words or talking too loud. Call analytics and dashboards can help you uncover insights and best practices. To ensure that no data is lost, autolog calls, transcripts, or notes can be uploaded to your CRM. Voice Intelligence makes it easy for reps to say the right things on a call. Battle cards are displayed in real-time and help them make decisions. You can see the sentiment of any call, assist reps, save at risk deals, and find the best coaching opportunities. Voice Intelligence uses Speech Recognition for transcription, Natural Language Processing for analysis, and Machine Learning to make intelligent recommendations in real time.

We merge design thinking with personal finance to present a comprehensive view of a client's financial status with utmost clarity. Asset-Map, a recognized financial technology start-up situated in Philadelphia, PA, has attracted over a million users who collaborate with their advisors to achieve financial transparency. Additionally, our platform boasts mapping of over $1.4 trillion in financial instruments within Asset-Map. The report generated by Asset-Map organizes a household's entire financial situation into a clear and visually appealing format, enabling Advisors to leverage their expertise in real-time. Users can define crucial financial priorities for households and monitor their progress through interactive Target-Maps. The platform allows for intuitive searching and filtering across an entire advisory practice, ensuring that Advisors can prioritize households that require attention like never before. Take the step to schedule a demo today and become one of the many financial advisors empowering clients to understand their complete financial picture for more informed decision-making. By utilizing Asset-Map, advisors can enhance their ability to serve clients effectively while fostering stronger financial literacy.

When financial advisors openly address risk, investors feel more confident in making informed choices. The era of categorizing investors based solely on age-related assumptions is behind us. It is essential to prioritize the interests of investors and substantiate this through quantitative measures. By employing Risk Assessments, we can accurately determine an investor's desired level of risk, thereby dismantling outdated stereotypes that render traditional risk tolerance assessments ineffective. Utilizing a cutting-edge scientific framework, you can objectively establish an investor’s Risk Number® from anywhere, whether you’re in the same room or miles apart. Additionally, thorough portfolio analysis allows for a comprehensive evaluation of the current risk exposure of an investor, enabling better alignment with their financial goals. Ultimately, this approach leads to a more personalized investment strategy that reflects individual preferences and circumstances.

Our chat representatives offer instant replies during key moments of a customer's purchasing journey. They have the ability to convert more site visitors into leads for your business, particularly those who might not take the step to fill out a contact form or initiate a phone call. By managing routine tasks such as completing forms for new client intakes around the clock, chat representatives free up your time for more important matters. Additionally, we facilitate appointment scheduling and bookings for your business, ensuring you maximize every opportunity. We guarantee to match or undercut any competitor's pricing, allowing you to save on costs. Our fixed monthly fee covers unlimited chat interactions at any time, day or night, on your behalf. The visitors to your site are a testament to your marketing and branding efforts, and we promise transparency without unexpected charges. Don't let limitations hold you back; we provide your website with continuous support from real people, enhancing engagement and customer satisfaction at all hours. With our dedicated team, you can focus on growing your business while we handle the communications.